At a Glance
- Tasks: Provide financial advice to existing clients and conduct annual reviews.
- Company: Established wealth management firm in Northampton with a supportive culture.
- Benefits: Competitive salary, hybrid working, and ongoing mentoring.
- Other info: Great opportunity for career development in a collaborative team.
- Why this job: Step into advising without the pressure of generating new clients.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Ready to move from Paraplanning into Advice? If you've spent the last few years writing suitability reports, building financial plans and supporting advisers behind the scenes, you've probably wondered when you'll get the opportunity to advise clients yourself. This role has been created for exactly that person.
We're working with a well-established wealth management firm in Northampton looking to appoint a Financial Adviser to inherit an existing portfolio of clients and conduct ongoing annual reviews - not win new business (future opportunities to build the book if you want).
You'll receive full support from an experienced Lead Adviser while building confidence in front of clients, making this an ideal first advisory position for an experienced paraplanner. Equally, if you're already advising clients but would prefer to focus on servicing an existing client bank rather than continual business development, we'd also like to hear from you.
What you'll inherit:
- An established client bank of approximately £7.5m FUM
- Around 100 client reviews each year
- Existing recurring income
- Full paraplanning and administrative support
- Structured handover and ongoing mentoring
The role:
Your focus will be on delivering ongoing financial planning advice across pensions, investments and protection, building trusted relationships with existing clients and ensuring they continue to receive an excellent level of service. This isn't a cold-calling or self-generation role. The client relationships already exist - your role is to nurture them and provide quality financial advice.
About you:
You'll ideally be:
- An experienced Paraplanner ready for your first advisory opportunity; or
- A Junior Financial Adviser looking for an established client bank; or
- An experienced Adviser who enjoys servicing existing clients more than chasing new business.
You'll also have:
- Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Strong technical knowledge across pensions and investments
- Excellent communication skills and the confidence to build long-term client relationships
- A client-first approach to financial planning
- An SPS is advantageous but not essential for those moving from paraplanning into advice.
Package:
- £50,000-£55,000 basic salary
- £50 per completed annual review
- Existing client portfolio
- Hybrid working (4 office / 1 home)
- Genuine long-term career development
- Collaborative, supportive team environment
Why consider this role?
Opportunity to step into advising without the expectation of generating your own clients. If you've built your technical knowledge in paraplanning and you're ready to take the next step, this offers the chance to develop as an adviser with an established client bank already in place.
Trainee Financial Adviser in Milton Keynes employer: Ellis James Partners
Join a prestigious Wealth Management firm in the heart of London, where your career as a Trainee Financial Advisor can flourish through a structured development programme. With a strong emphasis on mentoring and professional growth, you'll gain invaluable experience working alongside seasoned Wealth Managers, all while enjoying a vibrant work culture that prioritises employee wellbeing and collaboration. Benefit from competitive bonuses, hybrid working options, and a host of perks designed to support your journey towards becoming a Chartered Financial Planner.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Milton Keynes
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Ellis James Partners actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Ellis James Partners. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Ellis James Partners, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Financial Adviser in Milton Keynes
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Ellis James Partners can help you grow your skills and knowledge in the field.
Tailor Your Application to Ellis James Partners:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Ellis James Partners. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Ellis James Partners
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Ellis James Partners.
